Blue Fin Capital

Blue Fin Capital as of March 31, 2026

Portfolio Holdings for Blue Fin Capital

Blue Fin Capital holds 150 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 16.3 $99M 569k 174.40
Apple (AAPL) 8.0 $49M 192k 253.79
Microsoft Corporation (MSFT) 5.7 $35M 94k 370.17
Alphabet Cap Stk Cl A (GOOGL) 4.8 $29M 102k 287.56
Amazon (AMZN) 4.1 $25M 120k 208.27
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.8 $23M 440k 52.56
Meta Platforms Cl A (META) 3.7 $23M 40k 572.14
Spdr Gold Tr Gold Shs (GLD) 2.9 $17M 40k 430.30
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.2 $14M 256k 53.22
Costco Wholesale Corporation (COST) 2.0 $12M 12k 996.49
Visa Com Cl A (V) 1.9 $12M 38k 302.25
Broadcom (AVGO) 1.9 $11M 37k 309.51
Mastercard Incorporated Cl A (MA) 1.8 $11M 22k 499.68
JPMorgan Chase & Co. (JPM) 1.7 $10M 36k 294.17
Eli Lilly & Co. (LLY) 1.5 $9.3M 10k 919.80
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.4 $8.3M 105k 79.56
Alphabet Cap Stk Cl C (GOOG) 1.3 $7.9M 27k 286.86
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.3 $7.7M 12k 650.36
Wal-Mart Stores (WMT) 1.1 $6.9M 55k 124.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $6.7M 14k 479.22
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.0 $6.1M 51k 118.60
Raytheon Technologies Corp (RTX) 1.0 $6.0M 31k 192.91
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $5.9M 196k 30.32
Johnson & Johnson (JNJ) 0.8 $5.1M 21k 244.44
Crowdstrike Hldgs Cl A (CRWD) 0.8 $5.0M 13k 390.42
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $4.9M 34k 142.43
TJX Companies (TJX) 0.8 $4.6M 29k 159.70
Advanced Micro Devices (AMD) 0.7 $4.5M 22k 203.44
Ishares Tr Russell 3000 Etf (IWV) 0.7 $4.5M 12k 370.68
UnitedHealth (UNH) 0.7 $4.4M 16k 270.60
Lockheed Martin Corporation (LMT) 0.7 $4.3M 7.1k 604.47
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $4.1M 50k 82.57
Nextera Energy (NEE) 0.7 $4.1M 44k 92.88
Blackrock (BLK) 0.7 $4.1M 4.3k 961.83
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.6 $3.9M 97k 40.47
Home Depot (HD) 0.6 $3.7M 11k 328.89
Abbvie (ABBV) 0.6 $3.6M 16k 217.50
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.6 $3.5M 173k 20.41
Stryker Corporation (SYK) 0.6 $3.4M 10k 328.61
Ishares Tr Core Msci Eafe (IEFA) 0.5 $3.3M 36k 90.53
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $3.2M 57k 56.79
Merck & Co (MRK) 0.5 $3.2M 27k 120.29
Northrop Grumman Corporation (NOC) 0.5 $3.2M 4.7k 682.36
Arm Holdings Sponsored Ads (ARM) 0.5 $3.1M 21k 151.29
Ishares Core Msci Emkt (IEMG) 0.5 $2.9M 42k 69.75
Spdr Series Trust State Street Spd (JNK) 0.4 $2.6M 27k 95.72
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.4 $2.6M 4.2k 616.84
Amgen (AMGN) 0.4 $2.6M 7.3k 351.88
Blackstone Group Inc Com Cl A (BX) 0.4 $2.5M 21k 114.99
S&p Global (SPGI) 0.4 $2.4M 5.7k 425.35
Intuitive Surgical Com New (ISRG) 0.4 $2.2M 4.8k 461.06
D.R. Horton (DHI) 0.3 $2.1M 15k 137.23
Bank of America Corporation (BAC) 0.3 $2.1M 43k 48.75
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $2.0M 39k 50.95
Moody's Corporation (MCO) 0.3 $2.0M 4.5k 436.26
Spdr Series Trust State Street Spd (SPSM) 0.3 $1.9M 39k 48.32
Abbott Laboratories (ABT) 0.3 $1.8M 17k 102.68
TransDigm Group Incorporated (TDG) 0.3 $1.8M 1.5k 1159.36
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.7M 16k 110.36
Pepsi (PEP) 0.3 $1.7M 11k 155.29
Ishares Tr Ishares Biotech (IBB) 0.3 $1.7M 10k 168.85
Procter & Gamble Company (PG) 0.3 $1.7M 12k 144.45
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.5M 57k 26.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.5M 2.6k 577.25
Chevron Corporation (CVX) 0.2 $1.5M 7.0k 206.90
Vanguard World Inf Tech Etf (VGT) 0.2 $1.4M 2.0k 697.85
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.4M 3.7k 383.40
Sherwin-Williams Company (SHW) 0.2 $1.3M 4.1k 320.59
Southern Company (SO) 0.2 $1.3M 13k 96.53
Spdr Series Trust State Street Spd (SDY) 0.2 $1.3M 8.6k 145.95
Micron Technology (MU) 0.2 $1.2M 3.6k 337.84
Ishares Gold Tr Ishares New (IAU) 0.2 $1.2M 14k 88.16
Coca-Cola Company (KO) 0.2 $1.2M 16k 76.05
McDonald's Corporation (MCD) 0.2 $1.2M 3.8k 310.79
Netflix (NFLX) 0.2 $1.1M 12k 96.15
Colgate-Palmolive Company (CL) 0.2 $1.0M 12k 85.23
Ishares Msci Em Asia Etf (EEMA) 0.2 $1.0M 11k 95.74
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.2 $1.0M 27k 37.44
Accenture Plc Ireland Shs Class A (ACN) 0.2 $997k 5.0k 198.29
Exxon Mobil Corporation (XOM) 0.2 $985k 5.8k 169.66
Ishares Tr Asia 50 Etf (AIA) 0.2 $945k 8.9k 106.15
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.2 $933k 21k 44.45
Boston Scientific Corporation (BSX) 0.2 $928k 15k 62.75
Enbridge (ENB) 0.2 $915k 17k 54.14
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $874k 8.8k 99.28
Select Sector Spdr Tr State Street Com (XLC) 0.1 $844k 7.6k 110.86
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $711k 538.00 1320.83
Cisco Systems (CSCO) 0.1 $704k 9.1k 77.59
W.W. Grainger (GWW) 0.1 $675k 619.00 1090.81
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $629k 6.7k 93.93
Duke Energy Corp Com New (DUK) 0.1 $618k 4.7k 130.95
Lowe's Companies (LOW) 0.1 $607k 2.6k 236.28
Marathon Petroleum Corp (MPC) 0.1 $589k 2.4k 244.18
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $532k 3.6k 148.10
Textron (TXT) 0.1 $527k 6.0k 87.57
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $527k 25k 20.90
Qualcomm (QCOM) 0.1 $519k 4.0k 128.79
Tesla Motors (TSLA) 0.1 $515k 1.4k 371.75
Deere & Company (DE) 0.1 $509k 903.00 563.30
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $498k 3.7k 132.93
Morgan Stanley Com New (MS) 0.1 $488k 3.0k 164.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $471k 1.5k 321.03
Ishares Tr U.s. Tech Etf (IYW) 0.1 $458k 2.5k 181.42
Ishares Tr Core S&p500 Etf (IVV) 0.1 $458k 701.00 653.21
Pfizer (PFE) 0.1 $450k 16k 28.08
Automatic Data Processing (ADP) 0.1 $449k 2.2k 203.24
Kla Corp Com New (KLAC) 0.1 $448k 304.00 1472.41
Welltower Inc Com reit (WELL) 0.1 $434k 2.2k 197.71
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $422k 8.9k 47.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $422k 5.7k 73.64
Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $420k 10k 40.83
Palantir Technologies Cl A (PLTR) 0.1 $417k 2.8k 146.28
Ge Aerospace Com New (GE) 0.1 $412k 1.5k 283.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $411k 962.00 426.84
Palo Alto Networks (PANW) 0.1 $407k 2.5k 160.35
State Street Corporation (STT) 0.1 $390k 3.1k 126.56
Realty Income (O) 0.1 $382k 6.2k 61.19
Select Sector Spdr Tr State Street Mat (XLB) 0.1 $375k 7.5k 49.97
Vanguard World Comm Srvc Etf (VOX) 0.1 $375k 2.1k 179.91
Vanguard World Consum Dis Etf (VCR) 0.1 $374k 1.0k 359.15
Eaton Corp SHS (ETN) 0.1 $358k 1.0k 357.67
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $353k 2.4k 146.61
Thermo Fisher Scientific (TMO) 0.1 $345k 702.00 491.53
Public Storage (PSA) 0.1 $342k 1.3k 270.88
Waste Management (WM) 0.1 $340k 1.5k 229.79
Chipotle Mexican Grill (CMG) 0.1 $325k 10k 32.01
Dominion Resources (D) 0.1 $324k 5.2k 61.82
Bristol Myers Squibb (BMY) 0.1 $318k 5.2k 60.65
Carpenter Technology Corporation (CRS) 0.1 $313k 795.00 394.15
Applied Materials (AMAT) 0.1 $310k 906.00 341.79
Enterprise Products Partners (EPD) 0.0 $304k 8.0k 37.84
Ishares Tr Msci Eafe Etf (EFA) 0.0 $303k 3.1k 97.15
American Electric Power Company (AEP) 0.0 $301k 2.3k 131.08
Oracle Corporation (ORCL) 0.0 $300k 2.0k 147.14
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $292k 4.3k 68.12
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $290k 1.5k 188.02
Ishares Silver Tr Ishares (SLV) 0.0 $290k 4.3k 68.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $281k 469.00 598.80
Eversource Energy (ES) 0.0 $277k 4.0k 69.29
L3harris Technologies (LHX) 0.0 $272k 789.00 345.24
Ge Vernova (GEV) 0.0 $272k 312.00 872.90
International Business Machines (IBM) 0.0 $267k 1.1k 242.39
Walt Disney Company (DIS) 0.0 $264k 2.7k 96.38
Texas Pacific Land Corp (TPL) 0.0 $253k 534.00 474.56
Wells Fargo & Company (WFC) 0.0 $253k 3.2k 79.63
American Express Company (AXP) 0.0 $245k 808.00 302.85
Illinois Tool Works (ITW) 0.0 $242k 931.00 260.29
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $239k 515.00 463.19
Edwards Lifesciences (EW) 0.0 $218k 2.7k 80.08
Cummins (CMI) 0.0 $215k 400.00 538.02